Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.62 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49469.83 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43469.66 Kr¶
PnL: ---------------------------------------> -1405.92 Kr¶
DD now: ---------------------------------> -6.872 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 14:57:46.011064'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.250000 | 1518.370000 | 95.370000 | 6.700000 | 1423.000014 |
| Nederman Holding | 1 | -2.370000 | 206.000000 | 7.000000 | 3.520000 | 199.000000 |
| Hennes & Mauritz B | 6 | -1.040000 | 915.480000 | 3.480000 | 0.380000 | 912.000000 |
| Eastnine | 6 | 0.550000 | 660.000000 | 3.000000 | 0.460000 | 657.000000 |
| Profoto Holding | 7 | -2.150000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| ASSA ABLOY B | 4 | -0.530000 | 983.600000 | -9.400000 | -0.950000 | 993.000000 |
| Atrium Ljungberg B | 5 | -0.060000 | 893.500000 | -10.500000 | -1.160000 | 904.000000 |
| Creaspac SPAC | 40 | 0.210000 | 3820.000000 | -14.000000 | -0.370000 | 3834.000000 |
| Biotage | 1 | -5.420000 | 134.300000 | -14.700000 | -9.870000 | 149.000000 |
| JM | 7 | -0.520000 | 935.200000 | -14.800000 | -1.560000 | 950.000002 |
| AcadeMedia | 20 | -0.740000 | 962.800000 | -15.200000 | -1.550000 | 978.000000 |
| BioGaia B | 8 | 0.820000 | 887.200000 | -16.800000 | -1.860000 | 904.000000 |
| OX2 | 12 | -1.650000 | 891.600000 | -17.400000 | -1.910000 | 909.000000 |
| Gränges | 10 | 0.100000 | 1019.000000 | -20.000000 | -1.920000 | 1039.000000 |
| Vitrolife | 3 | -0.270000 | 655.200000 | -21.800000 | -3.220000 | 677.000001 |
| Bufab | 3 | -0.740000 | 1051.800000 | -24.200000 | -2.250000 | 1076.000001 |
| Latour B | 4 | -1.980000 | 831.200000 | -24.800000 | -2.900000 | 856.000000 |
| Investor B | 3 | -0.820000 | 632.400000 | -25.600000 | -3.890000 | 657.999999 |
| Addnode Group B | 7 | -0.950000 | 879.200000 | -25.800000 | -2.850000 | 904.999998 |
| Vitec Software Group B | 2 | -2.440000 | 1078.000000 | -26.000000 | -2.360000 | 1104.000000 |
| Hexatronic Group | 15 | -0.460000 | 1039.800000 | -31.200000 | -2.910000 | 1071.000000 |
| Hoist Finance | 36 | 0.740000 | 979.200000 | -31.800000 | -3.150000 | 1010.999988 |
| Sandvik | 4 | -0.340000 | 815.600000 | -32.400000 | -3.820000 | 848.000000 |
| Sagax A | 4 | -2.290000 | 852.000000 | -34.000000 | -3.840000 | 886.000000 |
| Alimak Group | 12 | -0.120000 | 970.800000 | -36.200000 | -3.590000 | 1007.000004 |
| Sagax B | 4 | -2.350000 | 847.600000 | -37.400000 | -4.230000 | 885.000000 |
| INVISIO | 15 | -0.630000 | 3532.500000 | -39.500000 | -1.110000 | 3571.999995 |
| SKF B | 5 | -1.030000 | 938.750000 | -41.250000 | -4.210000 | 980.000000 |
| Byggmax Group | 33 | -1.200000 | 924.660000 | -42.340000 | -4.380000 | 966.999990 |
| EQT | 4 | -2.780000 | 825.600000 | -47.400000 | -5.430000 | 873.000000 |
| Catena | 2 | -0.740000 | 750.800000 | -55.200000 | -6.850000 | 806.000000 |
| Platzer Fastigheter Holding B | 12 | -1.450000 | 895.200000 | -55.800000 | -5.870000 | 951.000000 |
| HEXPOL B | 8 | -5.180000 | 892.800000 | -64.200000 | -6.710000 | 957.000000 |
| Orrön Energy | 170 | -4.100000 | 1970.300000 | -75.700000 | -3.700000 | 2045.999980 |
| Hexagon B | 26 | -1.650000 | 3328.000000 | -92.000000 | -2.690000 | 3420.000012 |
| VEF | 788 | -0.960000 | 1795.060000 | -107.940000 | -5.670000 | 1903.000300 |
| Sedana Medical | 93 | 0.730000 | 2583.540000 | -400.040000 | -13.410000 | 2983.577733 |
| TOTAL | 43469.660000 | -1405.920000 | -6.87217% | 44875.578016 |
Updated:¶
'2023-06-21 14:58:02.154288'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
